Help by role
Help for a Head of Training
The training programme, records that stand up, and who is assigned to whom.
- Setting up a courseHow to create a course, add its exercises, and publish a version students can enrol on.
- How courses, versions and enrolments fit togetherThe three ideas at the heart of training records, a course, a published version of it, and a student enrolled on that version.
- Adding your first studentHow to add a student to your organisation so you can enrol and schedule them.
- Enrolling a student on a courseHow to place a student on a published version of a course so their training record starts tracking.
- Grouping students into a cohortHow to create a cohort, add students to it, and what a cohort makes easier.
- Assigning instructors to studentsHow to assign an instructor to a student, what the assignment changes, and how to manage load and cover.
- The difference between an exercise and a lessonAn exercise is a fixed item in the syllabus; a lesson is a flight you actually flew. Here is how they relate.
- Tracking qualifications and expiryHow the compliance view shows every licence, rating and medical across your people, and warns before they lapse.
- Understanding roles and permissionsWhat a role is, why access is granted by capability rather than by job title, and how to decide what each person sees.
- Generating a document from a templateHow templates and merge fields work, how a document is generated, and how sensitive documents are handled.